goldilocks scenario

Manishi Raychaudhuri on factors that will dictate the market in next few months

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Manishi Raychaudhuri on factors that will dictate the market in next few months

“If I look at, let us say, the Sensex or Nifty, they are trading at about 24 times one year forward PE, 15% to 20% higher than the long-term averages. In the small and in midcaps, the valuations are much more egregious,” says Manishi Raychaudhuri, Veteran Investor.What could be really the red flags out there … Read more

Looking at a Goldilocks scenario for corporate earnings? Mukul Kochhar is betting on 3 sectors

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Looking at a Goldilocks scenario for corporate earnings? Mukul Kochhar is betting on 3 sectors

Mukul Kochhar, Head of Institutional Equities, Investec Capital Services, says he is bullish on financials, auto and pharma sectors. Financials include some very high-quality banks, regulated banks, small finance banks trading at very affordable multiples; in autos, there are OEMs, two-wheelers and some four-wheelers also at this point they have become attractive in terms of … Read more